Real Estate Technology

How Aidium connected Stripe and Google Ads to HubSpot for full revenue visibility

Aidium - Case Study Thumbnail (1)
Company overview

Aidium is a PropTech company offering mortgage CRM software with intelligent automation services. 

Industry

Real Estate Technology 

Headquartered

Colorado, US

Context

 Aidium builds software that helps mortgage professionals work smarter — automating the relationship management that keeps loan officers connected to their clients and referral partners. The product is built on the promise of intelligent automation. The irony was that Aidium's own internal operations weren't living up to that standard.

Leads moved through the sales funnel without a structured tracking system to follow them. Stripe payments weren't connected to HubSpot, which meant MRR, ARR, and churn existed as financial facts that the revenue team couldn't see inside the CRM. Google Ads campaigns were running without any connection to the CRM data that would have made them more precise. And across sales, marketing, and customer success, the reporting infrastructure to make informed decisions simply wasn't there. RevX came in to connect the pieces and give Aidium the visibility its own product promised its customers. 

The challenge

Aidium's challenges were interconnected in a way that amplified each other. Disconnected tools meant disconnected data. Disconnected data meant decisions made without the full picture. And without a clear view of how leads progressed or how revenue was trending, both the sales and customer success teams were operating below their potential. 

glass-Chart-icon
No structured system for tracking leads through the funnel

Aidium lacked a defined lead status and lifecycle management framework inside HubSpot. Without clear stages governing how leads progressed from initial interest through to closed customer, the sales team had no reliable way to identify where prospects were stalling, where handoffs were breaking down, or how to prioritize their pipeline. The funnel existed in practice — it just had no formal structure in the CRM that made it manageable and measurable. 

glass-Chart-icon
Reporting gaps leaving all three revenue teams without reliable data

Sales, marketing, and customer success were each operating without the customized dashboards and reports they needed to make data-backed decisions. Strategy was being shaped by instinct rather than evidence. Campaigns couldn't be assessed against outcomes. Customer health couldn't be tracked with precision. The absence of comprehensive reporting wasn't just an inconvenience — it was a structural barrier to the kind of coordinated, intelligence-driven growth that a scaling PropTech company requires.

glass-Chart-icon
Critical integrations missing between HubSpot and Stripe, Google Ads, and internal systems

Three high-value integrations were either absent or not properly configured: Stripe payments weren't connected to HubSpot, meaning revenue metrics like MRR, ARR, and churn weren't visible in the CRM; Google Ads wasn't linked to HubSpot, leaving paid campaign performance disconnected from lead and pipeline data; and contract management within HubSpot hadn't been properly set up. Each gap represented a category of information the team was making do without. 

Our solution

RevX approached this as a connected infrastructure build — establishing the lead tracking framework first, then integrating the tools that would feed financial and campaign data into HubSpot, and building the reporting layer on top of all of it. 

glass-Chart-icon
A robust lead status and lifecycle system built inside HubSpot

RevX established a structured lead status and lifecycle management framework that gave Aidium's sales team a clear, consistent system for tracking every prospect's journey through the funnel. Each stage was defined with the specificity needed to make progression meaningful — giving the team the ability to identify where leads were moving, where they were stalling, and what actions were required at each point. The funnel went from implicit to explicit, and manageable for the first time. 

glass-Chart-icon
HubSpot integrated with Stripe for real-time payment and revenue tracking

RevX built the integration between Stripe and HubSpot that connected Aidium's payment infrastructure to its CRM. Customer payment data — including real-time payment statuses — became visible inside HubSpot, giving the team accurate, up-to-date financial information at the contact and account level. Critically, the integration enabled tracking of MRR, ARR, and churn rates directly within HubSpot — transforming revenue metrics from figures that existed in Stripe into insights the entire revenue team could act on. 

glass-Chart-icon
Google Ads connected to HubSpot and customized reports built for every team
RevX integrated Google Ads with HubSpot, closing the loop between paid advertising activity and CRM data — enabling Aidium to understand which campaigns were generating the leads and customers that actually mattered. Alongside the integration work, RevX created customized reports and dashboards for the sales, marketing, and customer success teams — each tailored to the specific metrics and decision-making needs of that function, rather than a single generic view that served no one particularly well. 

The impact

The combined effect of a structured lead system, integrated payment and ad data, and team-specific reporting gave Aidium something it had been missing across its revenue operations: a clear, connected view of the business from lead to revenue. 

glass-Chart-icon
Full funnel visibility with the ability to spot and act on bottlenecks

With the lead status and lifecycle framework in place, Aidium's team gained a clear view of lead progression at every stage of the sales funnel. The team could now identify where opportunities were stalling, where conversion rates were underperforming, and where to focus attention to move the needle — turning a process that had been opaque into one that was transparent and actionable. 

glass-Chart-icon
Sales and marketing decisions grounded in data, not instinct

Access to comprehensive, team-specific reports and dashboards changed how Aidium's sales and marketing teams operated. Strategy could be refined based on what the data showed was actually working. Resources could be allocated to the channels and activities generating real returns. The guesswork that had characterized decision-making — not from any lack of effort, but from a genuine lack of visibility — was replaced by the kind of informed, evidence-backed judgment that a growing SaaS company needs to scale efficiently. 

glass-Chart-icon
Real-time payment tracking and revenue metrics inside the CRM

The Stripe integration gave Aidium's customer success and finance teams something genuinely new: the ability to see MRR, ARR, churn, and individual payment statuses directly within HubSpot, in real time. Revenue that had previously existed only in Stripe — visible to finance but invisible to the teams managing customer relationships — became part of the shared operational picture. That transparency changed how the customer success team understood account health, and gave leadership the financial visibility to make more confident growth decisions. 

Stats

The new PPC setup helped the company achieve top ranks in high intent keywords and re-target existing customers, yielding a notable increase in revenue. 
2x
revenue within the first 6 months

Mockup

aidium 1
aidium 2
aidium 3
aidium 4
aidium 5
aidium 6
aidium 7
aidium 8
aidium 9

Also read

laptop-mockup3
Media & Entertainment technology

Amagi

 Amagi is a global leader in cloud-based SaaS tech for broadcast & connected TV. 
laptop-mockup3
Media & Entertainment technology

Amagi

 Amagi is a global leader in cloud-based SaaS tech for broadcast & connected TV. 

Curious to know the latest
RevOPS trends?

Subscribe to our newsletter.